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Jeremiah Taylor

Strategic Advisers LLC

Highland, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-07
UT RA APPROVED 2025-08-07
  • TX RA
    APPROVED
    Since 2025-08-07
  • UT RA
    APPROVED
    Since 2025-08-07

Branch Locations

Highland, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ambia Energy Provo UT 04/2023 05/2025
Fidelity Investments Salt Lake City UT 05/2025 Present
Unemployed -Provo UT 09/2014 12/2019
Greenix Orem UT 12/2019 04/2023
  • 04/2023 → 05/2025
    Ambia Energy
    Provo, UT
  • 05/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2014 → 12/2019
    Unemployed
    -Provo, UT
  • 12/2019 → 04/2023
    Greenix
    Orem, UT
Other Businesses

OBA-119244|OrgNmn:JT Family LLC|Org Addr:Highland,Utah,US|OBA Nature:Sales/Recruiter |Invst Rel:N|Title:Sole Proprietor|Duties:Recruit train D2D reps.|StrtDt:12-12-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-30
  • S66 Uniform Combined State Law Examination
    2025-07-30

View on SEC IAPD

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